# Connecticut Cambridge Advisors

Connecticut Cambridge Advisors is an Asset Manager based in Farmington, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Farmington, United States
- **Region:** North America
- **Address:** Farmington, CT, United States
- **Founded:** 1999
- **Assets under management:** Between $100M and $500M (Altss estimate)
- **Website:** ctcambridge.com

## Regulatory record

- **CRD number:** 127744
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127744

## About

Connecticut Cambridge Advisors is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in Connecticut.

## People

- Bill McMahon — Founder

## Questions

### Who runs investment decisions at Connecticut Cambridge Advisors?

Founder Bill McMahon anchors the investment committee and remains the primary portfolio manager. The firm has historically operated with a small team, meaning McMahon directly shapes asset-allocation policy and tax-loss harvesting schedules for every household on the platform. No external investment sub-advisor has been disclosed in public filings.

### How is the firm compensated, and what does this mean for product selection?

Connecticut Cambridge Advisors charges asset-based advisory fees and does not manufacture proprietary funds. This fee-only, fiduciary structure means it can allocate to third-party vehicles — historically Dimensional Fund Advisors, Vanguard, and PIMCO — without revenue-tiering pressure. The absence of a proprietary product shelf keeps manager selection tied to a client's tax basis, not a profit-and-loss target.

### How does Connecticut Cambridge Advisors approach tax management?

Tax management is the operational center of the firm. The team runs individual municipal-bond ladders attuned to Connecticut and Massachusetts state income-tax rates and has increasingly adopted direct-indexing technology. When a client carries a concentrated equity position, the firm coordinates with estate attorneys and tax counsel on structured diversification plans — sometimes spanning multiple tax years — rather than executing a single large-block sale.

## Related profiles

- [Connected Financial Strategies](https://altss.com/profile/connected-financial-strategies-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/connecticut-cambridge-advisors

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